Lead Advisor Jobs in Usa

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Licensed Mental Health Counselor (Remote)
🏢 Headway
Salary not disclosed
Licensed Mental Health Counselor (Remote) at Headway summary:

CVWalletExtranet.Domain.Entities.JobShortDescription

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Licensed Mental Health Counselor (LMHC)

Wage: Between $120-$131 an hour

Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.

About you

● You’re a fully-licensed Mental Health Counselor at a Master’s level or above with LMHC, LPCMH, or LIMHP licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.

● You’re ready to launch a private practice, or grow your existing business by taking insurance.

About Headway

Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.

How Headway supports providers

- Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.

- Built-in compliance: Stay compliant from day one with audit support and ongoing resources.

- Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.

- Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.

- Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.

- Built-in EHR features: Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.

- Free continuing education: Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.

How Headway supports your clients

● Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.

● Instant verification: Clients can easily check their insurance status and get the care they need without disruption.

Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.

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Keywords:

Licensed Mental Health Counselor, LMHC remote, telehealth therapist, insurance credentialing, private practice support, NPI required, malpractice insured, Headway platform, behavioral health jobs
Remote working/work at home options are available for this role.
Not Specified
Licensed Mental Health Counselor
🏢 Headway
Salary not disclosed
Phoenix, AZ 2 days ago
Licensed Mental Health Counselor at Headway summary:

CVWalletExtranet.Domain.Entities.JobShortDescription

/"

Licensed Mental Health Counselor (LMHC)

Wage: Between $120-$131 an hour

Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment required.

About you

● You’re a fully-licensed Mental Health Counselor at a Master’s level or above with LMHC, LPCMH, or LIMHP licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.

● You’re ready to launch a private practice, or grow your existing business by taking insurance.

About Headway

Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who’d otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we’ve helped over 50,000 providers grow their practices, reaching countless people in need.

How Headway supports providers

- Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.

- Built-in compliance: Stay compliant from day one with audit support and ongoing resources.

- Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.

- Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.

- Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.

- Built-in EHR features: Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.

- Free continuing education: Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.

How Headway supports your clients

● Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.

● Instant verification: Clients can easily check their insurance status and get the care they need without disruption.

Please note: At this time, Headway can’t support mental health professionals that aren’t fully licensed. If your application was rejected for incomplete licensure, you’re welcome to reapply once you have a valid license.

/"

Keywords:

Mental Health Counseling, Licensed Mental Health Counselor, Private Practice, Insurance Credentialing, Behavioral Health, Patient Care, Compliance Support, Electronic Health Records, Continuing Education, Psychotherapy
Not Specified
Licensed Clinical Drug & Alcohol Counselor (LAC, CAC) - Corrections
✦ New
Salary not disclosed
Springfield, SD 1 day ago
Job Description

Job Description

Job Summary

Are you a Licensed Clinical Drug & Alcohol Abuse Counselor (LAC or CAC) in the State of South Dakota looking for a FRESH START? If so, we can help YOU! Cell Staff is a nationwide healthcare staffing company that has partnered with Correctional Facilities across South Dakota to help them find AMAZING Behavioral Health Professionals. We're looking for you to become a valuable part of the medical staff in Springfield, SD!

***Travel Assignments are available for qualified candidates!***

Behavioral Healthcare Professions sought:

- Licensed Addiction Counselor (LAC)
- Certified Addiction Counselor (CAC)

LAC/CAC Details

- Full Time Schedules
- Primarily Monday through Friday schedule
- Some weekends may be required
- 8 hour shifts available
- Contract Position

LAC/CAC Duties

- Assess patients and clients for mental health conditions, emotional disorders, or addiction disorders
- Create tailored treatment plans to improve clients’ well being
- Coordinate with social service providers to secure resources for clients
- Provide counseling services to individuals or small groups
- Maintain client records
- Perform other job duties as assigned

LAC/CAC Qualifications

- Graduation from an accredited educational institution
- Licensed as a Licensed Addiction Counselor (LAC) or Certified Addiction Counselor (CAC) by the State in which the position is located. The license MUST be in good standing
- 1+ year of relevant chemical dependency experience
- Experience preferred in DBT (Dialectical Behavior Therapy) and/or CBISA (Cognitive Behavioral Interventions-Substance Abuse) for group therapies

LAC/CAC Knowledge, Skills, and Abilities:

- Knowledge of casework methods, techniques, and their applications to work problems
- Knowledge of the principles of human growth and behavior, basic sociological and psychological treatment and therapy practices
- Knowledge of interviewing skills and techniques
- Ability to express ideas effectively, orally and in writing
- Ability to use interviewing skills and techniques effectively
- Ability to exercise good judgment in evaluating situations and making decisions

Cell Staff Core Values

- Create a team environment with a family spirit
- Build Open and honest relationships
- Embrace and drive change
- Show humility and accountability
- Be passionate and relentless

LAC/CAC Benefits

- Health, Dental, Vision, Life, and Short-Term Disability Insurance
- 401k Retirement Plan
- Competitive Pay Packages
- WEEKLY PAY
- Travel Stipends are available for qualified candidates

Cell Staff is here to offer you something FRESH. We understand you have many options but there really is no one like us and we encourage you to find out why: can’t wait to show you how good “GOOD” can be!

Please apply below and one of our recruiters will reach out to you within 24 hours!

Company Description
Cell Staff emerged from a blend of experience, successes, and failures, shaped by the collective careers of three friends united by a dream: to create a workplace where everyone loves what they do.

In 2014, the dream was realized with the establishment of a unique healthcare staffing agency. Our approach diverges from the traditional transactional staffing model, focusing instead on treating people exceptionally well. This mindset is powered by a culture of compassion, integrity, and transparency. We nurture strong, long-term relationships, and our love for people radiates from our core to every aspect of our business.

Today, Cell Staff has earned a reputation for delivering exceptional service and care to healthcare professionals seeking meaningful careers and also to a wide array of remarkable clients and the patients they serve. Our expertise spans traditional healthcare settings, education, behavioral health, correctional institutions, and various other government facilities. Each placement we make serves as a real-world demonstration of our commitment to serving the healthcare community and its diverse sectors that people simply can’t live without.

Cell Staff has consistently earned industry recognition as a top staffing firm by Clearly Rated, Fortune, and others. Additionally, in 2023, Staffing Industry Analysts (SIA) named Cell Staff a 2023 Best Staffing Firm to Work For as the number-one firm in the 50-200 employee category.
Not Specified
Personal Financial Counselor, PFC - Fort Snelling, MN
✦ New
Salary not disclosed
Saint paul, MN 1 day ago
Personal Financial Counselor, PFC - Fort Snelling, MN

Job Description

Attention Military Affiliated Job Seekers

Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is \"On-Site\" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned.

Minimum Education Required

High School/GED

Job Category

Finance

Additional Qualifications/Responsibilities

Other Job Requirements Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title: Personal Financial Counselor, PFC, Fort Snelling, MN

Grade: 23

Work Experience - Required: Financial Counseling

Work Experience - Preferred: Financial Counseling

Education - Required: A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred

License and Certifications - Required: AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License and Certifications - Preferred

Salary Range: Salary Minimum: $53,125 Salary Maximum: $84,995

Location: Fort Snelling, Minnesota

Job Code: Social Worker

Company: Magellan Federal - AFSC

Salary Range: $45,000-$60,000

Not Specified
High School Counselor
Salary not disclosed
Odessa, TX 3 days ago

Are you passionate about student success and eager to make a difference in their educational journey? RMA Educational Institutions is seeking a dedicated Academic Counselor to join our team. As a Counselor, you will assist students, parents, and RMA staff in understanding graduation requirements, preparing personal graduation plans, and providing crucial information to instructional and assessment staff. Your role will be pivotal in advancing student success in the classroom.


Qualifications:

  • Master’s degree or higher from an accredited institution.
  • Valid certification as a guidance counselor.
  • Preferred: Three years of successful teaching experience.
  • Understanding of state test procedures and prior testing experience.
  • Experience or training in working with “at-risk” students preferred.
  • Ability to work effectively with parents, students, and staff.


As a Counselor at RMA, you will develop a master schedule with the Counselor Coordinator and Principal, assisting students and parents with course selection and career planning. You will maintain and protect student records, help students overcome educational challenges, and work to prevent dropouts. Additionally, you will coordinate state testing, prepare personnel for State Assessments, and work with students on instructional difficulties. Convening parent-teacher conferences as needed, assisting with college applications and recommendations, and referring students to external services are also part of your responsibilities. You will prepare and update individual Graduation Plans and high school transcripts, participate in campus committees, and inform students and parents about graduation ceremonies. Computing GPAs and Class Rankings, and attending necessary training.

Not Specified
EmPATH Residential Counselor
Salary not disclosed

EmPATH Residential Counselor

Help Others, Make a Difference, Save a Life.

Do you want to make a difference in people's lives every day?
Or help people navigate the tough spots in their life?
And do it all while working where your hard work is appreciated?

You have a lot of choices in where you work…make the decision to work where you are valued!

Join the McNabb Center Team as the EmPATH Residential Counselor today!

The EmPATH Residential Counselor

Job Purpose/Summary

Summary of role of team:

  • The PT will be a part of a muitl-disciplainary team that renders short-term treatment (23 hrs.) to facilitate access to services and stabilization to those 18 years and above that present with a psychiatric crisis.
  • This position monitors consumers in EMPATH and provide assistance to teammates in providing safe, therapeutic interventions to consumers receiving emergency psychiatric interventions.

Typical Working Conditions/ Environment

  • Working conditions consist of a 16-lounge bed residential unit.
  • Hours of operation are 24/7.
  • The role of the PT is to ensure coverage is provided 24/7 despite any weather conditions or holidays that arise.

JOB DUTIES/RESPONSIBILITIES

This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment.

1. Daily Staff Duties

  • Leads groups and organizes activities.
  • Offers 1:1 counseling as requested by clients.
  • Responds to all flags, emails, and voicemails within 2 business days.
  • Completes Staff Daily Duties assigned by supervisor before the end of each shift.

2. Complete all documentation in compliance with CARF and funder standards

  • Completes group logs, transport logs, and charting correctly as well as on time.

3. Maintaining/completing daily safety checks, property checks, and adhering to daily schedule

  • Completing safety checks when observing clients
  • Properly completing property inventories and searching belongings
  • Follow EMPATH schedule to give clients an effective daily structure for optimum progress.

4. Functions as a member of a multi-disciplinary team

  • Must be punctual and maintain good attendance record
  • Must stay awake and alert on all shifts.
  • Maintaining a strong line of communication with all staff to effectively and safely provides assistance to the people we serve
  • Demonstrates willingness to promote a harmonious work environment by maintaining a positive and professional working relationship with all staff members and supervisors.
  • Communicates and approaches conflict in a problem solving and professional manner with all staff members and supervisors
  • Accepts additional assignments and/or changes in assignment and/or work.

COMPENSATION:

  • Starting salary for this position is approximately $16.71 - $18.79/hr based on relevant experience and education.

Schedule:

  • Must have flexible schedule.
  • Possible overnight shifts, holiday work and overtime.
  • Regular attendance is an essential job function.
  • Must be punctual and maintain good attendance record.
  • Must stay awake and alert on all shifts.

Travel:

  • Valid driver's license with F endorsement required.
  • Reliable vehicle required.
  • Picking up clients from community locations and hospitals in personal vehicle or company vehicle.

Equipment/Technical Competency:

  • Computer experience is essential.
  • Ability to learn and utilize EMR and create documents within the program.

QUALIFICATIONS - EmPATH Residential Counselor

Experience:

  • Experience in working with special populations including individuals with severe and persistent mental illness, Co-occurring Disorders, and Dual Diagnosis is preferred.
  • Computer experience is helpful.
  • Experience working in a crisis setting is preferred.
  • Regular attendance is an essential job function.

Education / Knowledge:

  • High School Diploma or equivalent (GED) or Bachelor's degree with experience working or volunteering with children, adults, families, or community service preferred.
  • Experience working with individuals with mental illness or special populations in a crisis setting with co-occurring and dual diagnoses preferred.
  • Must have coursework and/or experience in the areas of cultural diversity, human development, etiology and treatment of mental illness, alcohol and drug abuse, physical and sexual abuse, suicide, and crisis intervention.

Physical/Emotional/Social - Skills/Abilities:

  • Possible exposure to biological hazards.
  • Hearing of normal and soft tones.
  • Close eye work.
  • Valid driver's license with F endorsement.
  • Lifting up to 50 lbs.
  • Pushing/pulling up to 150 lbs.
  • Frequent sitting, standing, walking, bending, stooping, and reaching.
  • This position requires certification in and adequate implementation of verbal and physical de-escalation techniques that include a wide range of bodily movements including but not limited to grasping, holding another person, ability to go down on knees, running, and walking.
  • Training and certification in Handle with Care is mandatory in addition the ability to remain awake and alert during shift.

Location:

  • Knox County, Tennessee



Apply today to work where we care about you as an employee and where your hard work makes a difference!

Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment.

Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply.



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Not Specified
Peer Counselor - Pediatric Women Infant and Child
Salary not disclosed
San Antonio, Texas 3 days ago
Description Summary: The WIC peer counselor will provide breastfeeding information and support to pregnant, breastfeeding, and postpartum women in the WIC program.

They will role model, counselors, and teach breastfeeding techniques, providing support on a one-to-one basis, as well as in class/group settings in the WIC clinic.

Responsibilities: Teach classes on the advantages and management of normal breastfeeding experiences.

Provide information and promote breastfeeding among peers.

Address specific concerns of expectant mothers.

Counsel pregnant women and breastfeeding mothers on a one-to-one basis in the WIC clinic, over the telephone, and conduct follow-up as needed.

Identify and make appropriate referrals for breastfeeding experiences that are not the norm.

Provide encouragement and support to women during a normal breastfeeding experience.

Maintain proper client records.

Demonstrates competence to perform assigned client care responsibilities in a manner that meets the population-specific and developmental needs of clients served by the department.

Breastfeeding Peer Counselors shall make immediate referrals according to the Local agencies' established referral system when they encounter breastfeeding problems outside of their scope of practice, breastfeeding problems that are not resolved within 24 hours of the Peer Counselor’s intervention, or problems in an area other than breastfeeding.

Demonstrates adherence to the CORE values of Santa Rosa Health Care.

Performs other duties as assigned.

Ability to work outside of regular clinic hours and outside of the WIC Clinic, as needed.

Requirements: High School diploma or equivalent required.

Must have successfully breastfed or expressed breastmilk for at least one baby.

Must be or have been a WIC Participant.

Must possess a valid Class C TX driver’s license.

Work Schedule: 4 Days
- 10 Hours Work Type: Full Time
Not Specified
COUNSELOR I
Salary not disclosed
Chicago 5 days ago
Hiring: Counselor I, Substance Abuse Counselor Location: Southwood Interventions, 5701 S.

Wood St., Chicago, IL 60636 As a Substance Abuse Counselor, you will have an opportunity to make a difference every day by helping people with substance abuse issues gain control of their lives.

Pay: $21.00 per hour Job Type: Full-time Who We Are: Abraxas Youth & Family Services is a national nonprofit human services provider dedicated to Building Better Futures for at-risk youth, adults, and families.

Our diversified array of services includes alternative education, outpatient counseling, in-home services, shelter, detention, residential treatment and re-entry/transition services.

Since 1973, Abraxas team members have positively impacted the lives of those we serve and the communities in which they live.

Benefits & Perks: We provide a competitive and comprehensive benefits program that offers the protection, peace of mind and flexibility designed to support you – both at home and at work.

Medical & Dental & Vision Insurance Flexible Spending Accounts
* 401(k) Basic Life & Short-Term Disability Insurance Employee Assistance Program (EAP)
* Tuition Assistance Program Paid Time Off (PTO)
* Paid Holidays
* Paid Training Advancement Opportunities SUBSTANCE ABUSE COUNSELOR JOB SUMMARY In this role, you will provide group and individual counseling, community support, case coordination and crisis intervention services to clients with a primary substance use disorder diagnosis.

Responsibilities include, but not limited to: Complete assessment of each client Initiate and sustain each individual’s motivation to participate in treatment.

Develop a comprehensive service plan for each client.

Provide daily treatment and curriculum-based education groups.

In Summary: In conjunction with supervisor and treatment team, you will provide chemical dependency counseling services to patients and their families/collaterals through assessment and design, implementation, and revision of treatment plan.

Minimum Education & License / Credential Requirements High school diploma or GED and twenty-four (24) credit hours of college education or accredited training program in substance abuse counseling and/or other human services area.

Higher education given preference.

OR Certificate in Addictions (CADC) or clinical licensure in IL as LPC or LSW Any new professional staff who do not have an IAODAPCA CADC or above certification when hired or first moved into this position must: Obtain an IAODAPCA CADC or above certification (LSW or LPC) within two years after the date of employment; and Other Hiring Requirements Ability to promote positive behavior and manage resistant behavior.

Physical ability to safely and effectively manage aggressive behavior.

Assertiveness, confidence and leadership abilities.

Effective oral and written communication skills.

Effective time management skills.

Must have and maintain a valid driver’s license.

At least twenty-one (21) years of age.

Criminal clearances (State & child clearances and, if necessary, FBI).

Drug screen.

TB Test.

Ability to work with computers and the necessary software typically used by the department.

Why Should You Consider Abraxas? At Abraxas, we celebrate the richness of our diverse employees and the communities we serve.

We are actively committed to building a culture of awareness and belonging, as we strive to ensure we are a welcoming, inclusive, and culturally competent organization.

As we work to make a difference in people’s lives, we are dedicated to respect, equity, and the engagement of those we serve and our employees.

As a provider of trauma-informed care, we firmly believe in recovery and that our clients can lead fulfilling and meaningful lives, and we consider it an honor and a privilege to assist them in their journey.

Whether you’re looking to begin a rewarding career or you’re a seasoned professional wanting a new challenge, we have a place for you and opportunities for development at all levels.

At Abraxas, everything we do centers around people.

That is why we are committed to providing you with competitive pay and comprehensive benefit options that help make your life easier and healthier, with a focus on providing choice when it comes to physical, emotional and financial wellness.

Our benefit options meet you where you are in your life and set you up for success both in and outside of work.

If you want to have a positive impact in the lives of others, come join us! Equal Opportunity Employer.

Abraxas Youth & Family Services, an affiliate of Apis Services Inc., offers a rewarding career for those passionate about making a difference in the lives of others.

Abraxas is a great place to start your career whether you have a high school diploma or GED, military experience, some college, or a bachelor or advanced degree.

If you are interested in counseling, juvenile justice, psychology, social work, teaching or just want to make a difference, we have a career path for you.

Join Us in Building Better Futures! Interested in joining a team providing life changing care to youth, adults, and families? Apply today! About Company: Apis Services, Inc.

(a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its Constellation of affiliate companies.

Allowing these entities to advance their mission and vision.

By exploring geographical program expansion and focusing on quality outcome measures to create cost savings that result in reinvestment into the organizations stakeholders through capacity creation and employee compensation betterment.

Apis Services, Inc.

and affiliate’s provide equal employment opportunities for all employees and applicants for employment in compliance with all federal and all applicable state and local laws and regulations, including nondiscrimination in hiring and employment.

All employment decisions are made without regard to race, color, religion, gender, national origin, ancestry, age, sexual orientation, gender identity and expression, disability, genetic information, marital status, pregnancy/childbirth, veteran status or any other basis protected by law.

This policy of non-discrimination and equal employment opportunities extends to every phase and aspect of hiring and employment.
Not Specified
Customer Service Sales Advisor
✦ New
Salary not disclosed
Sunrise 1 day ago
Customer Service Sales Advisor Make a Difference: As a result of current economic conditions, our clients are looking for viable alternatives to their current benefit programs and the demand for our products and services has never been higher! Our Advisors can make a real difference in people's lives.

You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of innovative and affordable benefits and business services.

Our trusted advisors planning can impact, and protect, families for generations.

We pride ourselves on being a diverse and unified company who share our values of commitment and dedication with our clients.

Career Benefits: Fast Track Career Advancement Based on Your Hard Work (less than 1 year) Industry Leading Compensation and Rewards Programs $53k
- $106k First Year Income Potential Profit Sharing Program in the company you're helping to build Long Term Income Streams Monthly and Quarterly Bonuses (up to 16 bonuses per year) Extensive Product Portfolio
- Multiple Product Lines State-Of-The-Art Training Platforms Annual Award Trips and Meetings (Incredible Locations) Coaching and Mentorship from Servant Leadership Relaxed Flexible Work Environment (we are fun and family) Next Level Training and Support: Our success depends on your success, that's why we have a super-responsive team of experts making sure every Advisor has everything they need to be at the top of their game.

Real support means real leadership backing you up.

You'll be armed with the tools and know how to best serve clients and take your career to the next level.

In the classroom, online and in the field, our most accomplished sales professionals will teach you their most successful formulas and work strategies that directly lead to their successes.

Customer Service Sales Advisor Essentials: High Personal Integrity and Character Excellent Verbal and Written Communication Skills Commitment to Excellence A Passion for Helping Other People Everyday Work Ethic, Self-Motivation, and a Desire to Succeed Coachable & Accountable Team Player Local Candidates Only About USHA
- Over 50 Awards For Business Excellence in Just 9 Years!!! Nowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement...

because nowhere else in America will you find a company that is more committed to your success than USHA.

You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.

As demands for our products continue to increase, you will advise clients on a portfolio of solutions that best fits their individual needs and budget...

in one seamless package.

We provide service that is fast, fair, and caring.

Because the only thing better than delivering a superior product, is seeing the difference it makes in the lives of our customers.

Our Mission: Helping Other People Everyday (HOPE) is more than a clever acronym for the people of USHA.

For them, it is a mission that is lived on a daily basis; an organization wide commitment to make a positive difference in the lives of others.

Customer Service Sales Advisor
- position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Leasing Accountant Representative Transitioning Military Personnel Business Graduates
Not Specified
Trust Advisor
Salary not disclosed
Iowa City, IA 3 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.

As a Trust Advisor, you will:


  • Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  • Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  • Monitor transactions for completion and accuracy.
  • Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  • Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  • Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  • Coordinate and prepare tax-related payments information with clients and outside professionals.
  • Provide information to Fiduciary Officers for client meetings.
  • Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  • Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  • Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  • 3+ year's personal trust relationship management or related experience.
  • Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  • Client-centered focus with excellent strategic thinking and consultative skills.
  • Strong organizational, multi-tasking and prioritizing skills.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as bank of choice.
  • Self-motivated and resourceful.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
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